股票代码：001234 股票简称：泰慕士 公告编号：2025-056 江苏泰慕士针纺科技股份有限公司 关于完成工商变更登记并换发营业执照的公告 江苏泰慕士针纺科技股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日召 开第二届董事会第二十次会议，于 2025 年 5 月 19 日召开 2024 年年度股东大会，审议 通过了《关于变更公司注册资本及修订<公司章程>的议案》。具体内容详见公司于 2025 年 4 月 26 日在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于变更公司注册 资本及修订<公司章程>的公告》（公告编号：2025-022）。公司因回购注销 2024 年限制 性股票激励计划首次授予项下部分已获授但尚未解除限售的限制性股票 20,000 股，公 司注册资本总数将由 10,943.37 万元减少至 10,941.37 万元。 公司于近日完成了相关工商变更登记手续及备案手续，并取得了南通市数据局换 发的营业执照，现公告如下： 一、变更后的《营业执照》基本信息 名称：江苏泰慕士针纺科技股份有限公司 统一社会信用代码：91320682608315094N 本公司 ...

Core Viewpoint - The company's stock price is influenced by various factors including macroeconomic environment, industry cycle fluctuations, market sentiment and trends, and company performance [1] Group 1 - The company will continue to focus on industry development trends and strengthen its core competitiveness [1] - The company aims to enhance its investment value to better reward the trust and support of investors [1]

New Stock Issuance - New stock issuance for Daoshengtianhe (Code: 780026) priced at 5.98 RMB on September 29, 2025[1] - Offer period for the acquisition of Shangwei New Materials (Code: 688585) is from September 29, 2025, to October 28, 2025[1] Delisting and Trading Alerts - Zitian Tui (Code: 300280) is in the delisting preparation period with 4 trading days remaining until the last trading day[1] - Significant abnormal fluctuations reported for Kaipu Cloud (Code: 688228) on September 25, 2025[1] Recent Announcements - Multiple companies including Zhonghuan Hailu (Code: 301040) and Shenhuafa A (Code: 000020) have recent announcements regarding their stock activities[1] - A total of 30 companies have made announcements regarding stock fluctuations and trading activities in the past week[1]

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The consumer sector experienced a decline across all segments, with notable drops in sectors such as home appliances, beauty care, food and beverage, textile and apparel, retail, and social services, with weekly declines of -0.66%, -2.25%, -2.49%, -2.59%, -4.32%, and -5.92% respectively [2] - The upcoming Mid-Autumn Festival and National Day holidays are expected to boost tourism, with significant increases in orders for cross-province travel, car rentals, and self-driving tours, with Ctrip reporting a 45% year-on-year increase in cross-province orders for the National Day period [2][14] - The home appliance export sector continues to face challenges, with a 3.6% year-on-year decline in the number of units exported in August 2025, although the decline rate has narrowed [2] Summary by Sections Market Weekly Review - The consumer sector saw a comprehensive decline, with specific sectors like food and beverage and home appliances showing significant fluctuations in stock performance [2][12][13] Industry News and Key Company Announcements - The report highlights the launch of a global cruise service ecosystem by Zhongxin Tourism, which has seen a 130% increase in cruise orders this year [14] - The Ministry of Commerce and other departments issued guidelines to promote digital consumption, focusing on enhancing supply and fostering digital consumption enterprises [15] - Haier's air conditioning production base in Thailand has commenced operations, with an annual capacity of 6 million units [14] - Ctrip reported a 125% increase in orders from South Korean tourists visiting China in the first half of 2025 [14]

Group 1 - Several companies, including Lian Micro, Huasoft Technology, KMTQ, and Hongdou Co., experienced a limit down in their stock prices [1] - Other companies such as Dazhong Public Utilities, Taimushi, Hangzhou Electric, Fulongma, and Qingshan Paper also saw declines exceeding 7% [1]

Market Overview - The apparel and home textile sector declined by 0.89% on September 26, with Taimushi leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Notable gainers included: - Jinxing Co. (001209) with a closing price of 20.20, up 10.02% on a trading volume of 44,900 shares and a turnover of 89.79 million yuan [1] - Tianchuang Fashion (603608) closed at 7.64, up 6.85% with a trading volume of 262,900 shares and a turnover of 200 million yuan [1] - Significant losers included: - Taijing (001234) with a closing price of 28.98, down 10.00% on a trading volume of 150,300 shares and a turnover of 441 million yuan [2] - Hongdou Co. (600400) closed at 3.25, down 9.97% with a trading volume of 1,818,600 shares and a turnover of 597 million yuan [2] Capital Flow - The apparel and home textile sector experienced a net outflow of 386 million yuan from institutional investors, while retail investors saw a net inflow of 412 million yuan [2] - The capital flow for specific stocks showed: - Hongxing Co. (001209) had a net inflow of 43.66 million yuan from institutional investors, while retail investors had a net outflow of 19.37 million yuan [3] - Tianchuang Fashion (603608) saw a net inflow of 33.84 million yuan from institutional investors, with retail investors experiencing a net outflow of 2.26 million yuan [3]

Group 1 - High-profile stocks experienced significant declines in the afternoon, with companies such as Lianang Micro, Huasoft Technology, Kaimete Gas, and Hongdou Co. hitting the daily limit down [1] - Other companies like Dazhong Public Utilities, Taimushi, Hangzhou Electric, Fulongma, and Qingshan Paper also saw declines exceeding 7% [1]

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 江苏泰慕士针纺科技股份有限公司（以下简称"公司"）（股票简称：泰慕士， 股票代码：001234）股票交易价格连续 2 个交易日（2025 年 9 月 24 日、2025 年 9 月 25 日）内收盘价格跌幅偏离值累计超过 20%。根据《深圳证券交易所交 易规则》的相关规定，属于股票交易异常波动情形。 股票代码：001234 股票简称：泰慕士 公告编号：2025-055 江苏泰慕士针纺科技股份有限公司 股票交易异常波动公告 二、本公司关注、核实情况说明 针对公司股票价格异常波动情况，公司对有关事项进行了核查，现将核查结 果说明如下： 1.公司前期披露的信息不存在需要更正、补充之处；未发现近期公共传媒报 道了可能或已经对本公司股票交易价格产生较大影响的未公开重大信息。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，除前述股权转让事项外，本公司目前没有任何根据深交 所《股票上市规则》等有关规定应予以披露而未披露的事项或与该事项有关的筹 划、商谈、意向、协议等；董事会也未获悉本公 ...

Market Overview - The Shanghai Composite Index fell by 0.01% on September 25, with 7 out of 28 sectors experiencing gains, led by Media and Communication sectors, which rose by 2.23% and 1.99% respectively. The Textiles and Apparel sector had the largest decline at 1.45% [1] - The net outflow of capital from the two markets was 28.778 billion yuan, with 5 sectors seeing net inflows. The Power Equipment sector led with a net inflow of 3.916 billion yuan and a daily increase of 1.60%, followed by the Computer sector with a net inflow of 2.545 billion yuan and a daily increase of 1.55% [1] Textiles and Apparel Sector - The Textiles and Apparel sector declined by 1.45% with a net outflow of 749 million yuan. Out of 105 stocks in this sector, 16 rose, including 3 hitting the daily limit, while 87 fell, with 1 hitting the lower limit [2] - Among the stocks with net inflows, Huamao Co. led with a net inflow of 20.915 million yuan, followed by Wanlima and Kute Intelligent with net inflows of 18.150 million yuan and 11.944 million yuan respectively [2] - The stocks with the largest net outflows included Hongdou Co. with a net outflow of 172.19 million yuan, Huafu Fashion with 98.0229 million yuan, and Tanshan with 90.0209 million yuan [3] Capital Flow in Textiles and Apparel Sector - **Top Inflow Stocks**: - Huamao Co. (1.39% increase, 2.19% turnover, 20.915 million yuan inflow) - Wanlima (-0.27% decrease, 13.57% turnover, 18.150 million yuan inflow) - Kute Intelligent (3.22% increase, 7.57% turnover, 11.944 million yuan inflow) [2] - **Top Outflow Stocks**: - Hongdou Co. (-5.74% decrease, 16.80% turnover, -172.19 million yuan outflow) - Huafu Fashion (-6.56% decrease, 6.48% turnover, -98.0229 million yuan outflow) - Tanshan (-4.81% decrease, 5.79% turnover, -90.0209 million yuan outflow) [3]

Core Viewpoint - The stock of Taimusi experienced a limit down today, with a trading volume of 1.52 billion yuan and a turnover rate of 5.14%, indicating significant selling pressure in the market [2]. Trading Performance - Taimusi's stock price fell by 10.15%, leading to its inclusion on the Shenzhen Stock Exchange's watchlist for significant price deviation [2]. - The stock has been on the watchlist 12 times in the past six months, with an average price drop of 1.08% the day after being listed and an average decline of 9.58% over the following five days [2]. Market Activity - The top five trading departments accounted for a total transaction volume of 45.92 million yuan, with buying amounting to 11.69 million yuan and selling reaching 34.23 million yuan, resulting in a net sell of 22.54 million yuan [2]. - The largest buying department was Huaxin Securities, which purchased 3.02 million yuan worth of shares, while the largest selling department was Guoxin Securities, which sold 8.01 million yuan [2]. Capital Flow - There was a net outflow of 59.87 million yuan in principal funds today, with large orders contributing to a net outflow of 56.89 million yuan [2]. - Over the past five days, there has been a net inflow of 128 million yuan in principal funds [2].